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Compound Planning, Inc.
A Wealth Management Associate at Compound Planning provides client support and account management services within a financial advisory context. The role involves client communication, transaction processing, and collaboration with the advisory team to ensure a positive client experience.
Compound Planning is a modern investment management firm that delivers personalized wealth management solutions for entrepreneurs, professionals, retirees, and families. The company combines a world-class advisory team with innovative technology to provide comprehensive services, including financial planning, tax consulting, and asset management. With over $4 billion in assets under management, Compound Planning is known for its commitment to helping clients achieve their financial goals and navigate the complexities of wealth management. Their goal-oriented approach ensures tailored strategies that reflect individual needs and circumstances.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Compound Planning, Inc..
Compound Planning, Inc. didn’t post a salary, so this is our estimate from similar listings.
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